User Permissions FAQ

New users are created via resource creation, as every user must be linked to at least one resource. To create a user:

1. Go to TEAMS.
2. Select the team to which you want to add the new resource that is linked to the new user.
3. Click New > Resource.
4. Enter a Name for the resource. This will also be the name of the user.
5. Enter an Email for the resource. This will also be the email address of the user.
6. Check Allow login.
7. Click Save.

The user has now been created along with the resource. An e-mail invitation will be sent to the specified address for the user to set up a password.

Note: Users are still managed by system users under System Settings > ADMINISTRATE > Users, but they cannot be created there anymore.

For Planforge Cloud: Please note that you don’t need to add your Planforge instance's subdomain (e.g. @mycompany for mycompany.europe.planforge.io) to the resource’s name when creating it.

1. As a system user, go to System Settings > ADMINISTRATE > Users.
2. Double-click the Administrator user.
3. In the dialog that opens you can change the Administrator’s details.

The following reasons may prevent assigning resources to tasks:

• No resources have been added to the project team yet. To add resources to the project, navigate to Properties > Project Charter > Project Team.
• The resources in the project team do not have a role that includes the right Contribute. Assign an appropriate role to the resources.
• The resources in the project team have the correct role, but their license has manually been set to Observer or Time User. In the resource properties, set License Level to Full User or Automatic.

To assign resources to a project, you need to have both:

• The Manage right for the project.
• The Assign to project right for the resource/team.

If you don’t have the required roles that grant you these rights, you can ask administrators for either of these business objects to grant you these roles. Alternatively, you can use the Resource Assignment Approval workflow to have a resource assigned to a project. This workflow has to be activated in the system settings by a system user.

Resources displayed in grey are part of the project team and have been granted this role for the project automatically because of this. To remove such a resource’s role, you need to remove the resource from the project team.

Before you can add or import customers, you need to set up the permissions to do so:

1. As a system user, go to CUSTOMERS.
2. Make sure no existing customer is selected. (You may need to reload the page if one is selected.)
3. Click Properties.
4. Grant a role that has the Manage right to the resource(s) you want to be able to create new customers.
5. Click OK.

That resource can then create and import new customers.